Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Energy ETF inkluderar Banco Santander, S.A., Zurich Insurance Group Ltd/FI, Politan Capital Management LP, Vivaldi Capital Management, LLC, Twin Peaks Wealth Advisors, LLC, Glenmede Trust Co Na, RMG Wealth Management LLC, Hantz Financial Services, Inc., Atlantic Union Bankshares Corp, GAMMA Investing LLC, Armstrong Advisory Group, Inc, Skopos Labs, Inc., och Mascagni Wealth Management, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 242 090 | 19,23 | 10 947 | 9,36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 360 | 0,28 | 16 | −5,88 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 79 500 | 3 647 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 280 | 19,30 | 239 | 9,17 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 486 | 131,48 | 384 | 112,78 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13 028 | 589 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 753 | 0,67 | 34 | −5,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12 500 | 10,35 | 565 | 1,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 279 | 28,57 | 13 | 20,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 163 | 7 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 16 447 | 0,36 | 744 | −7,93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5 785 | 262 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 25 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 66 649 | 137,19 | 3 014 | 117,55 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 356 | 287 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 306 | 0,22 | 104 | −7,96 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 10 103 | 0,06 | 457 | −8,25 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44 061 | 0,35 | 1 993 | −7,95 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 919 | 9,14 | 42 | 0,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4 045 | 20,21 | 183 | 10,30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 984 | 249,84 | 2 441 | 221,18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 894 | 0,02 | 221 | −8,30 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 40 455 | 6,94 | 1 829 | −1,88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 382 778 | 4,16 | 17 310 | −4,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 260 536 | 6,02 | 12 | −8,33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 13 964 | 1,89 | 631 | −6,52 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 217 548 | 936,49 | 9 838 | 851,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113 236 | 1,65 | 5 121 | −6,76 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22 817 | 43,70 | 1 032 | 31,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 906 | 5,48 | 1 109 | −0,81 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0,64 | 21 | −8,70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 922 662 | 48,18 | 41 723 | 35,92 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 29 433 | 19,38 | 1 331 | 9,47 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 575 | 173,91 | 71 | 153,57 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 62 485 | 2 826 | ||||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 129 917 | 15,27 | 5 875 | 5,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 22 182 | 12,11 | 962 | 12,65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 209 | 9 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4 965 | 0,34 | 225 | −8,20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 331 | −15,02 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53 781 | 12,51 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Politan Capital Management LP | 17 209 | 778 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44 381 | 7,27 | 2 007 | −1,62 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 123 388 | 126,11 | 6 | 150,00 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 8 263 | 2,15 | 374 | −6,28 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5 325 | 0,95 | 241 | −7,69 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 650 | 32 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 194 521 | 8 796 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 041 | 7,26 | 228 | −1,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 68 249 | 242,25 | 3 087 | 213,94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 658 | 8,62 | 572 | −0,35 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543 | 0,56 | 25 | −7,69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 635 | 1 303,47 | 164 | 1 266,67 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 084 | 49 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 320 | 17,96 | 60 | 22,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 340 | 15 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 294 | 110,00 | 239 | 92,74 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 510 | 204 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 125 | 0,81 | 6 | −16,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 27 981 | 2,29 | 1 265 | −6,16 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 719 | 0,64 | 78 | −8,33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 431 | 0 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 150 | 7 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 610 | 2,95 | 344 | −5,49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 97 453 | 15,08 | 4 407 | 5,56 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 759 | 396 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 883 | 0,27 | 266 | −7,96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 384 | 0,21 | 153 | −7,83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 000 | 45 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 021 | 13,28 | 453 | 3,90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 23 597 | 4,75 | 1 091 | 10,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 71 874 | 18,28 | 3 263 | 10,24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 017 | 19,93 | 46 | 12,20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 270 | 12 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 36 832 | 0,63 | 1 666 | −7,71 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 140 | 1 455,56 | 6 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 23 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 876 | 92,11 | 40 | 77,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8 100 | 366 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 181 | 8 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38 032 | 76,35 | 1 720 | 61,71 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11 020 | 498 | ||||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 82 709 | 1,75 | 3 740 | −6,66 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 35 103 | 15,13 | 1 587 | 5,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 449 | 16,83 | 608 | 7,23 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 146 | 368 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 476 | 0,68 | 67 | −8,33 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 845 | 0,60 | 38 | −7,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 848 | 75,31 | 174 | 74,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 200 | 1,01 | 9 | 0,00 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 27 242 | 0,52 | 1 263 | 11,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 310 | 14 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 59 987 | 2,84 | 2 713 | −5,67 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15 472 | 0,27 | 700 | −8,03 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 573 | 3,62 | 28 | 12,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4 131 | 0,56 | 187 | −7,92 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 44 819 | 6,98 | 2 027 | −1,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 218 | 281 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124 896 | 2,25 | 5 654 | −6,19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 747 | 5,62 | 79 | −2,47 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 6 959 | 18,90 | 315 | 9,03 |
